Wealthcare Advisory Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealthcare Advisory Partners’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	3,236 +1,647	+104%	+$491K	0.02%	490
2026 Q1	$381K	Buy	1,589 +58	+4%	+$14.6K	0.01%	793
2025 Q4	$383K	Sell	1,531 -332	-18%	-$83.4K	0.01%	779
2025 Q3	$478K	Buy	1,863 +377	+25%	+$92.3K	0.01%	694
2025 Q2	$357K	Sell	1,486 -940	-39%	-$205K	0.01%	735
2025 Q1	$490K	Buy	2,426 +888	+58%	+$190K	0.01%	599
2024 Q4	$318K	Sell	1,538 -461	-23%	-$96.6K	0.01%	693
2024 Q3	$405K	Sell	1,999 -1,375	-41%	-$266K	0.01%	618
2024 Q2	$658K	Buy	3,374 +829	+33%	+$155K	0.02%	478
2024 Q1	$477K	Buy	2,545 +874	+52%	+$153K	0.02%	548
2023 Q4	$262K	Buy	1,671 +63	+4%	+$9.25K	0.01%	644
2023 Q3	$225K	Hold	1,608	–	–	0.01%	624
2023 Q2	$232K	Sell	1,608 -393	-20%	-$55.3K	0.01%	633
2023 Q1	$278K	Sell	2,001 -13,471	-87%	-$1.9M	0.01%	597
2022 Q4	$2.26M	Buy	+15,472	New	+$2.24M	0.11%	150
2022 Q1	–	Sell	-3,352	Closed	-$610K	–	579
2021 Q4	$610K	Sell	3,352 -140	-4%	-$25.8K	0.04%	281
2021 Q3	$613K	Sell	3,492 -1,916	-35%	-$340K	0.04%	280
2021 Q2	$938K	Buy	5,408 +745	+16%	+$126K	0.06%	210
2021 Q1	$750K	Buy	4,663 +30	+0.6%	+$4.96K	0.05%	224
2020 Q4	$747K	Buy	4,633 +919	+25%	+$141K	0.07%	185
2020 Q3	$547K	Buy	3,714 +929	+33%	+$133K	0.06%	189
2020 Q2	$365K	Buy	2,785 +422	+18%	+$51.1K	0.05%	216
2020 Q1	$252K	Buy	2,363 +1,902	+413%	+$235K	0.04%	236
2019 Q4	$58K	Buy	461 +153	+50%	+$18.6K	0.01%	518
2019 Q3	$37K	Buy	308 +85	+38%	+$10.2K	0.01%	602
2019 Q2	$27K	Buy	223 +136	+156%	+$15.6K	﹤0.01%	653
2019 Q1	$10K	Sell	87 -66	-43%	-$7.09K	﹤0.01%	818
2018 Q4	$15K	Sell	153 -1,300	-89%	-$139K	﹤0.01%	703
2018 Q3	$173K	Buy	1,453 +59	+4%	+$6.79K	0.03%	244
2018 Q2	$153K	Buy	1,394 +667	+92%	+$73K	0.03%	256
2018 Q1	$77K	Buy	727 +215	+42%	+$23.4K	0.02%	323
2017 Q4	$53K	Buy	+512	New	+$51.6K	0.01%	362

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Wealthcare Advisory Partners's MTUM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 104% in Q2 2026, buying an estimated $491K and bringing the position to 3,236 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #490.

Wealthcare Advisory Partners first reported a position in MTUM in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.26M in Q4 2022. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Wealthcare Advisory Partners held 3,236 shares of iShares MSCI USA Momentum Factor ETF worth $1.11M as of Q2 2026.
Wealthcare Advisory Partners bought 1,647 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $491K.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #490 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 32 quarters since.
Wealthcare Advisory Partners's iShares MSCI USA Momentum Factor ETF position peaked at $2.26M in Q4 2022.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.